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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
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Overview Fund Activity

40 hedge funds and large institutions have $28.9M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
11
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.68M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.26M
3
RJA
3
Raymond James & Associates
Florida
$1.99M
4
FTUS
4
Flow Traders U.S.
New York
$1.07M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$566K

Top Sellers

1
TC
1
Trilogy Capital
California
$395K
2
PAG
2
Private Advisor Group
New Jersey
$1.59M
3
SAM
3
Smartleaf Asset Management
Massachusetts
$528K
4
LPL Financial
4
LPL Financial
California
$5.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$230K -$216K -4,576 -48%
CA
27
Claro Advisors
Massachusetts
$225K -$92.6K -1,966 -29%
CA
28
Cetera Advisors
Colorado
$222K +$471 +10 +0.2%
FFA
29
Farther Finance Advisors
California
$57.6K +$94 +2 +0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$40K +$26.7K +570 +200%
Citigroup
31
Citigroup
New York
$34.7K – – –
T
32
Tidemark
California
$9.75K – – –
Franklin Resources
33
Franklin Resources
California
$9.42K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$8.71K -$12K -255 -58%
HI
35
Harbour Investments
Wisconsin
$7.78K – – –
GEA
36
Glen Eagle Advisors
New Jersey
$6.17K – – –
UBS Group
37
UBS Group
Switzerland
$4.57K +$3.2K +68 +234%
CFD
38
Creative Financial Designs
Indiana
$2.92K – – –
CA
39
CoreCap Advisors
Michigan
$518 +$518 +11 New
EWM
40
EPG Wealth Management
Georgia
$235 – – –
LFG
41
Larson Financial Group
Missouri
$21 -$21 – –
IWP
42
Invenio Wealth Partners
Florida
– -$206K -4,358 Closed
TFG
43
Team Financial Group
California
– -$88.1K -1,861 Closed
ASN
44
Advisory Services Network
Georgia
– -$28.7K -606 Closed
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